Essex Savings Bank’s Congress Intermediate Bond ETF CAFX Stock Holding History

Essex Savings Bank’s Portfolio CAFX Stock Details CAFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.13M	Hold	45,945	–	–	0.24%	88
2026 Q1	$1.14M	Sell	45,945 -4,920	-10%	-$123K	0.25%	81
2025 Q4	$1.27M	Hold	50,865	–	–	0.28%	75
2025 Q3	$1.27M	Buy	50,865 +916	+2%	+$22.9K	0.29%	75
2025 Q2	$1.25M	Buy	49,949 +1,796	+4%	+$44.5K	0.3%	76
2025 Q1	$1.19M	Buy	+48,153	New	+$1.18M	0.29%	76

Other funds holding CAFX

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Essex Savings Bank's CAFX Position: Q2 2026 in Review

Essex Savings Bank held its Congress Intermediate Bond ETF (CAFX) position steady in Q2 2026 at 45,945 shares worth $1.13M. The position accounts for 0.24% of the portfolio, ranked #88.

Essex Savings Bank first reported a position in CAFX in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.27M in Q3 2025. 14 funds tracked by Wall St. Rank hold CAFX as of Q2 2026.

Essex Savings Bank held 45,945 shares of Congress Intermediate Bond ETF worth $1.13M as of Q2 2026.
Essex Savings Bank left its Congress Intermediate Bond ETF share count unchanged in Q2 2026.
Congress Intermediate Bond ETF made up 0.24% of Essex Savings Bank's portfolio in Q2 2026, its #88 holding.
Essex Savings Bank first reported a position in Congress Intermediate Bond ETF in Q1 2025 and has held it in 6 quarters since.
Essex Savings Bank's Congress Intermediate Bond ETF position peaked at $1.27M in Q3 2025.
14 funds tracked by Wall St. Rank held Congress Intermediate Bond ETF as of Q2 2026.

Based on Essex Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.